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Soltis Investment Advisors LLC: BSV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Soltis Investment Advisors LLC on BSV, newest first. How the timeline and the estimate are built.

Soltis Investment Advisors LLC held 29,078 BSV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,078 shares
    Change vs previous 13F -540 shares

    0.13% of the 13F portfolio, value $2,265,493.

    13F-HR 0001802530-26-000004 filed by Soltis Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 29,618 shares
    Change vs previous 13F +123 shares

    0.15% of the 13F portfolio, value $2,322,313.

    13F-HR 0001802530-26-000003 filed by Soltis Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 29,495 shares
    Change vs previous 13F +240 shares

    0.15% of the 13F portfolio, value $2,324,528.

    13F-HR/A 0001802530-26-000002 filed by Soltis Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 29,255 shares
    Change vs previous 13F +1,642 shares

    0.16% of the 13F portfolio, value $2,308,545.

    13F-HR 0001802530-25-000007 filed by Soltis Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 27,613 shares
    Change vs previous 13F +1,440 shares

    0.17% of the 13F portfolio, value $2,173,177.

    13F-HR 0001802530-25-000004 filed by Soltis Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 26,173 shares
    Change vs previous 13F +691 shares

    0.18% of the 13F portfolio, value $2,048,795.

    13F-HR 0001802530-25-000003 filed by Soltis Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 25,482 shares
    Change vs previous 13F +11,003 shares

    0.18% of the 13F portfolio, value $1,968,994.

    13F-HR 0001802530-25-000002 filed by Soltis Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 14,479 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,139,324.

    13F-HR/A 0001802530-25-000001 filed by Soltis Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).